Bel Air Church Endowment Fund

EIN: 300123042 501(c)(3)

Los Angeles, CA

Total Revenue
$32,576
Total Expenses
$31,791
Total Assets
$1,398,953
Net Assets
$1,398,953
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
2002
Legal Domicile
CA
Principal Officer
Barry Glaser
Phone
8187884200
Tax Period
2017-07-01 to 2018-06-30

Bel Air Church Endowment Fund, founded in 2002, is a micro nonprofit that reported $33K in total revenue in fiscal year 2017. Revenue grew 18% year-over-year, indicating healthy expansion. Net assets of $1.4M represent 515 months of operating reserves.

Mission

Endowment Fund to encourage Christian giving for special ministry programs.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2017)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $32,576
Other Revenue $0
TOTAL REVENUE $32,576

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $14,224
Other Expenses $31,791
TOTAL EXPENSES $31,791

Year-over-Year Comparison

2017 2016 Change
Revenue $32,576 $27,657 +0.2%
Expenses $31,791 $17,475 +0.8%
Net Income $785 $10,182 -0.9%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
6
Independent Members
6
Employees
N/A
Volunteers
6

Governance Policies

✗ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
2
$0
Total Directors
6
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Shirley Curfman Trustee/President 1.00
Officer Director
$0 $0 $0
Edward Elliott Trustee/Secretary/CFO 1.00
Officer Director
$0 $0 $0
Barry Glaser Trustee 2.00
Director
$0 $0 $0
Lucinda Hill Alden Trustee 1.00
Director
$0 $0 $0
Geoffrey Sindon Trustee 1.00
Director
$0 $0 $0
David Solitare Trustee 1.00
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2018 $32,576 $31,791 $1,398,953 $785
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